| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 2,430 | $339,300.9 | $225,504 | -$113,796.9 | -33.54% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 1,827 | $255,104.01 | $164,795.4 | -$90,308.61 | -35.4% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 13,900 | $466,345 | $1.39M | $921,014 | 197.5% |
Darby Barncord Martin Capital Advisors LLP | 16,804 | $824,496.5 | $1.52M | $691,224.3 | 83.84% |
| HC Harry Cowley Stonegate Investment Group LLC | 99,765 | $2.59M | $9M | $6.41M | 247.73% |
Dominic Corabi Wedmont Private Capital | 28,646 | $913,959.82 | $2.58M | $1.67M | 182.71% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 2,504 | $349,633.52 | $256,760.16 | -$92,873.36 | -26.56% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 7,358 | $471,778.54 | $754,489.32 | $282,710.78 | 59.92% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,406 | $80,003.4 | $217,021.2 | $137,017.8 | 171.26% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,103 | $433,271.89 | $315,419.95 | -$117,851.94 | -27.2% |
Susan M. Stiles Stiles Financial Services Inc. | 2,738 | $382,306.94 | $276,401.1 | -$105,905.84 | -27.7% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 2,320 | $323,941.6 | $226,246.4 | -$97,695.2 | -30.16% |
Candace Cavalier Congress Wealth Management LLC / DE / | 371,241 | $8.99M | $33.49M | $24.5M | 272.59% |
Nicholas Shaheen FSA Advisors Inc. | 3,637 | $500,508 | $380,284.72 | -$120,223.28 | -24.02% |
Barry Oliver Capital Performance Advisors LLP | 3,160 | $110,620.9 | $323,900 | $213,279.1 | 192.8% |
Jennifer Scott Scott Capital Advisors LLC | 2,406 | $335,949.78 | $217,021.2 | -$118,928.58 | -35.4% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,926 | $687,817.38 | $497,279.7 | -$190,537.68 | -27.7% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,438 | $200,787.94 | $129,707.6 | -$71,080.34 | -35.4% |
John Flavin Aspire Capital Advisors LLC | 1,800 | $251,334 | $181,908 | -$69,426 | -27.62% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,736 | $242,397 | $177,940 | -$64,457 | -26.59% |